Sorry, you cannot assign either multiple profiles or roles to a single user. One would typically create a single profile with sufficient permissions and then place the users of this profile high enough up in the role hierarchy. There is an idea on the success community which is under product team review for which you can upvote.
Full Answer
What fields available on Salesforce Knowledge Reports?
Fields Available on Salesforce Knowledge Reports Chat Session Reports Report on Partners Report on Relationship Groups Enable the Account Owner Report Report on File Search Activity Report on Chatter Top 100 Feed Item Views with Interaction Count... Related Articles and Questions Reports Community Case Deflection from Discussions and Articles
What is the role hierarchy in Salesforce?
The Role Hierarchy controls data access in standard reports and some Analytics apps. Some roles may not be able to pull comprehensive Activity Reports or Opportunity Reports and some Analytics apps may not function properly without a specific Role Hierarchy configuration.
How do I select all roles in a soql query?
Go into the Developer Console and select the SOQL query tab or you can login to workbench.developerforce.com. Paste this query in the query box and click the Execute (or Query) button. This query selects all roles that are not found in the User table.
Why am I getting multiple emails from the Salesforce technology team?
The Salesforce Technology team is aware of an issue where customers are receiving multiple emails and/or no email notifications on cases. The team has put a resolution in place and are monitoring the same. Close Scheduled Maintenance
Can you have multiple roles in Salesforce?
A user can only have 1 Role. The Role hierarchy is primarily used for data visibility. You could use Sharing Rules to add-on the custom rules you want to share between different roles. Sorry you cannot assign either multiple profiles or roles to a single user.
How do I change the role hierarchy in Salesforce report?
Edit or create a report....If necessary, from the report run page, click. to open the Filters panel.From the Filters panel, click Role Hierarchy.From the Role Hierarchy menu, filter by a role.Optionally, further filter the report by narrowing results by a person in your selected role.
Can a single user have multiple roles in Salesforce?
Yes. Users may be assigned to multiple Roles. The system will give the most access possible based on all the Roles the use is assigned to. The User Interface will follow the Role which is "highest" on the list of Roles.
How do I see all roles in Salesforce?
To view detailed information about a role, from Setup, in the Quick Find box, enter Roles , then select Roles, and click the role name. In the Role Detail related list: To view the role detail page for a parent or sibling role, click the role name in the Hierarchy or Siblings list. To edit the role details, click Edit.
What is role hierarchy in reports in Salesforce?
The Role Hierarchy controls data access in standard reports and some Analytics apps. Some roles may not be able to pull comprehensive Activity Reports or Opportunity Reports and some Analytics apps may not function properly without a specific Role Hierarchy configuration.
How does role hierarchy work in Salesforce?
A role hierarchy works together with sharing settings to determine the levels of access users have to your Salesforce data. Users can access the data of all the users directly below them in the hierarchy.
What is the difference between roles and profiles?
Profiles are like circles, whereas roles are arranged into a hierarchy (when using the Role Hierarchy): Profiles are like circles of users that share the same function, eg. 'Marketing', 'System Admin', 'Sales', 'Support'. Roles are how users relate to each other in a hierarchy, eg.
How do I assign roles in Salesforce?
From Setup, in the Quick Find box, enter Roles , then select Roles.Click Assign next to the name of the desired role. ... Make a selection from the dropdown list to show the available users.Select a user on the left, and click Add to assign the user to this role.Click Save.
What are different roles in Salesforce?
role hierarchy. basic platform customisations (fields, page layouts etc.) creating reports and dashboards. security and data management.
How do I extract a role from Salesforce?
Login into Dataloader then Choose Export.Check "Show all Salesforce Objects".Select Role (UserRole).Insert the desired file name in the "Choose a target for extraction:" field.Click Next.Select the desired query fields (e.g. Id, Name, and ParentRoleId).Click Finish and proceed with the export.
Where are roles stored in Salesforce?
roles directoryrole and components are stored in the roles directory of the corresponding package directory.
What is UserRole in Salesforce?
Salesforce offers a user role hierarchy that you can use with sharing settings to determine the levels of access that users have to your Salesforce org's data. Roles within the hierarchy affect access on key components such as records and reports.
Workaround: Create a Formula Field for each option
The only way to report on a specific Picklist option is to create a Formula Field for each option. The "Amount" field referred to in the Formulas is the Opportunity Amount field. If not summing the Amount field you'll need to create another hidden field to contain a default of "1" (you will need to update existing records with 1).
Workaround: Use Microsoft Excel
Alternatively, you may work within Excel to create a pivot table with the following steps: